Kelvinhaugh Pension Services
What the paper says
Document roll-up
As at Fri 9 Oct 2026The latest executed paper is the Growth order form signed 27 Jan 2025: £44k a year, term 9 Feb 2025 to 8 Feb 2026, renewing only by agreement. The 28 Nov 2025 renewal proposal is unsigned, so no executed document covers the period after 8 Feb 2026.
Executed: four documents are executed: the Master Services Agreement, the Data Processing Agreement and the Starter order form, all signed 26 Jan 2024, and the Growth order form signed 27 Jan 2025. The Growth order form sets £44k a year with no discount, billed annually in advance, for 9 Feb 2025 to 8 Feb 2026.
Executed, continued: the Growth order form renews only by agreement, with no auto-renewal. None of the 16 documents is an executed renewal, so the documents do not show a contract in force on 9 Oct 2026.
Open items: the renewal proposal of 28 Nov 2025 offers a further Growth year at £44k with 40 licensed users, but its acceptance block is unsigned and undated. The internal draft of 25 Nov 2025 holds the same price and was never shown as issued.
Open items, continued: the earlier drafts are superseded by executed paper. These are the Starter proposal draft of 1 Dec 2023, the draft MSA v2 of 2 Jan 2024 and the Growth renewal draft of 29 Nov 2024.
Contradictions: the 28 Nov 2025 proposal states the current term ran from 9 Feb 2024 to 8 Feb 2026. The executed order forms show two separate one-year terms, Starter to 8 Feb 2025, then Growth from 9 Feb 2025.
Contradictions, continued: the 14 Feb 2024 onboarding plan calls £18k annual recurring revenue. The executed Starter order form of 26 Jan 2024 says that figure is net of a 10% discount for the first term only.
Commitments: under the Growth order form, availability was 99.5%, P1 first response 1 business hour and nightly refresh complete by 07:00 on business days. The service credit was 10% of one month's fee, for availability only.
Commitments, continued: the Data Processing Agreement binds BG-Demo to process only on the customer's documented instructions. It also binds BG-Demo to report breaches without undue delay and to return or delete data when the services end.
Gaps: all 16 documents were read. The documents do not show whether the renewal was agreed, what price applies after 8 Feb 2026, or who signed for the customer on the 2024 paper. Invoices for the period after 8 Feb 2026 should be checked before the account is treated as contracted.
Executed terms
As at Fri 9 Oct 2026- BillingAnnual, in advance; 30 days from invoiceSource: doc_088_012
- End2026-02-08Source: doc_088_012
- Price£44,000 per yearSource: doc_088_012
- Service levels["Availability 99.5%", "P1 first response 1 business hour", "Nightly refresh complete by 07:00 customer local time on business days", "Service credit 10% of one month's fee, availability only"]Source: doc_088_012
- Start2025-02-09Source: doc_088_012
- Term months12Source: doc_088_012
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (5)
- Draft Starter master services agreement draft · contract · 2 Jan 2024
- Signed Starter master services agreement executed · contract · 26 Jan 2024
- Data processing terms under the MSA executed · dpa · 26 Jan 2024
- Executed Starter order form executed · order form · 26 Jan 2024
- Executed Growth order form executed · order form · 27 Jan 2025
- Onboarding (1)
- Starter onboarding plan issued · onboarding plan · 14 Feb 2024
- Proposals (2)
- Unissued Starter tier proposal draft draft · proposal · 1 Dec 2023
- Starter tier proposal issued · proposal · 6 Dec 2023
- QBRs (4)
- Starter tier quarterly business review issued · qbr deck · 5 Jun 2024
- Starter QBR ahead of renewal issued · qbr deck · 8 Dec 2024
- Quarterly business review deck issued · qbr deck · 11 Jun 2025
- Quarterly review ahead of renewal issued · qbr deck · 7 Dec 2025
- Renewals (4)
- Draft renewal proposal moving to Growth draft · renewal proposal · 29 Nov 2024
- Growth renewal proposal issued · renewal proposal · 4 Dec 2024
- Draft Growth renewal proposal draft · renewal proposal · 25 Nov 2025
- Growth renewal proposal for further year issued · renewal proposal · 28 Nov 2025
Contradictions
As at Fri 9 Oct 2026| Document | Against | What differs |
|---|---|---|
| Kelvinhaugh Pension Services - Renewal Proposal | Kelvinhaugh Pension Services - Order Form (signed) | The 28 Nov 2025 proposal states the current term ran from 9 Feb 2024 to 8 Feb 2026; the executed Growth order form sets a term from 9 Feb 2025 to 8 Feb 2026. |
| Kelvinhaugh Pension Services - Onboarding Plan | Kelvinhaugh Pension Services - Order Form (signed) | The 14 Feb 2024 onboarding plan calls £17,550 annual recurring revenue; the executed Starter order form says £17,550 is net of a 10% discount for the first term only. |